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Program Participant Agreement Overview
When you join the NAOI Online Broker Education
Program we will work together with you to create an agreement that fits your
organization's unique needs. The following points are typical elements
of such an agreement.
1. The "Smart
Investing in 8 Easy Lessons" Course. NAOI Broker Partners typically offer this basic education course to their clients free of
charge. The NAOI simply makes available to your company a unique sign-up
code that your clients use to access this course on the NAOI site. The course is available totally online with a workbook
option.
2. Advanced
Education Courses. Your clients will be able to join the NAOI
and access the Confident Investing and the Certification courses described above for a price that is significantly
discounted from retail. The NAOI issues your organization unique order codes that users enter on the NAOI site to obtain
your specially discounted price.
3. Customized
Education. The NAOI can modify the standard
education courses for your organization at an additional charge. For
example, you may want to include a lesson on how to specifically use the
services and resources presented on your site. Click
here for a discussion of the customization option.
It is just that simple. There is no need
to change your site other than to prominently announce this major new
benefit to the world. There is absolutely no other way to so quickly and
economically add millions of individuals to your prospect base. By
offering NAOI Education Courses your organization immediately becomes
known as a leading provider of total investing solutions!
Display of the NAOI
Education Partner Logo
| As a participant in
the NAOI Broker Education Program your organization will be
authorized to display the Investor Education Partner logo shown
at right. This logo announces to the world that you care about
providing not just services to your clients but complete
investing solutions. Click the logo to view the verbiage that
your prospects and clients will see. |
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Benefits Review
In summary, the NAOI Online Broker Education Program allows you to
integrate into your offerings the nation’s premier investor
empowerment courses at the lowest possible cost and in the least amount
of time. Here is a summary of some of the major benefits:
- You expand your prospect base by tens of millions of individuals
- You increase the activity level of existing clients
as they gain confidence in their abilities
- You enhance your marketing image as an organization
that offers solutions, not just services
- Your commitment of time and money
to provide the benefit of education is minimal, your benefits are fantastic!
Let's Get Started
You are now competing for a slice of a
very relatively small market that consists of active and informed
investors - i.e. those with the confidence to invest online. This market
is tiny in comparison to the number of individuals and families who own
stocks but don't feel prepared to make investing decisions on their own.
With education you get the attention of this massive population. YOU are
the firm that gives them the confidence to take control of their
portfolios. YOU are the firm that will get their business.
Contact us today and let's discuss how your organization can begin
addressing the needs of a market that dwarfs the one you now serve.
Click
here to contact the NAOI to discuss your specific needs.
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